Group 65
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Integrations
Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.
11 articles in this collection
Written by
Michael Schwabe
PreciseFP Integration Overview
A bi-directional integration with PreciseFP
Written by
Michael Schwabe
Updated over a week ago
Wealthbox Integration
Import Data from Wealthbox into Asset-Map Platform
Written by
Michael Schwabe
Updated over a week ago
SmartOffice (Ebix) Integration (coming soon!)
SmartOffice imports members and financials into Asset-Map
Written by
Michael Schwabe
Updated over a week ago
Veo® Integration
Import member and instrument data information from the Veo® platform into Asset Map.
Written by
Michael Schwabe
Updated over a week ago
Redtail Integration
Import information from Redtail into Asset-Map
Written by
Michael Schwabe
Updated over a week ago
Black Diamond Integration
Import client data from Black Diamond; share Asset-Maps in Black Diamond Timeline
Written by
Michael Schwabe
Updated over a week ago
MoneyGuidePro Integration - How to
Import client data from MoneyGuidePro to Asset-Map
Written by
Michael Schwabe
Updated this week
Riskalyze
Riskalyze Integration
Show Riskalyze risk scores on an Asset-Map Report
Written by
Michael Schwabe
Updated over a week ago
Riskalyze Troubleshooting
Help for common questions regarding Riskalyze
Written by
Michael Schwabe
Updated over a week ago
Hide or Show Riskalyze Scores
Riskalyze scores of linked accounts can be hidden
Written by
Michael Schwabe
Updated over a week ago
Orion
Orion Integration
Asset-Map and Orion integration overview.
Written by
Michael Schwabe
Updated over a week ago